The Herbst Group, LLC

Donald Capelin is a financial advisor at The Herbst Group, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Herbst Group since 2020, following a decade at Five Iron Capital Management. The Herbst Group provides discretionary wealth management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, businesses, and employer-sponsored retirement plans. The firm employs a long-term, diversified investment approach that incorporates low-cost mutual funds and ETFs, as well as individual securities and derivatives when appropriate.

Brian Herbst is a financial advisor with The Herbst Group, LLC, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He worked at Wellington Shields & Co., LLC for 11 years before joining The Herbst Group in 2020. The Herbst Group provides discretionary wealth management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a long-term, diversified investment approach that includes low-cost mutual funds and ETFs, supplemented by individual securities and derivatives when appropriate, and offers a wrap-fee program alongside institutional support from Fidelity.

Marni Handel is a financial advisor at The Herbst Group, LLC with 29 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated, LPL Financial LLC, Merit Financial Advisors, and Trivium Point Advisory. The Herbst Group provides discretionary wealth management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, businesses, and employer-sponsored retirement plans. The firm employs a long-term, diversified investment approach using low-cost mutual funds and ETFs, supplemented by individual securities and derivatives when appropriate.

Omeed Zarrin is a financial advisor at The Herbst Group, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has prior work experience at Amazon Web Services, Inc., where he serves as a Senior Analytics Specialist. In addition to his advisory role, Zarrin is a licensed insurance agent involved in insurance sales and implementation. The Herbst Group provides discretionary wealth management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a long-term, diversified investment approach using low-cost mutual funds and ETFs, supplemented by individual securities and derivatives when appropriate, and offers institutional platform support and formal performance reporting.